SEC 13F Intelligence

TIDAL TRUST I

CUSIP 886364835

Tidal Trust I has 10 institutional holders in Filings Flow’s 13F database, together reporting 17.15M shares worth $607M as of Q1 2026. The largest reported holders are Gotham Asset Management, LLC, Bedel Financial Consulting, Inc., and Miller Investment Management, LP.

Institutional Holders
10
Q1 2026
Reported Value
$607M
Ticker
unmapped
private placement or foreign
Quarters Tracked
5

Ownership Trend

Institutional holders
Q2 ’21: 3Q2 ’21Q4 ’21: 5Q4 ’21Q4 ’22: 6Q4 ’22Q4 ’25: 10Q4 ’25Q1 ’26: 10Q1 ’26filingsflow.com
Total reported value
Q2 ’21: $64,000Q2 ’21Q4 ’21: $260MQ4 ’21Q4 ’22: $269MQ4 ’22Q4 ’25: $622MQ4 ’25Q1 ’26: $607MQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Gotham Asset Management, LLC$32.7B AUM1.84%$601M16.98MQ1 2026
Lifetime Wealth Management P.C.$176M AUM0.53%$938,86026.5KQ1 2026
Bedel Financial Consulting, Inc.$888M AUM0.23%$2M58.1KQ1 2026
Miller Investment Management, LP$1.0B AUM0.14%$1M40.6KQ1 2026
Pasadena Private Wealth, LLC$723M AUM0.08%$572,03716.2KQ1 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$373,50010.6KQ1 2026
Summit Trail Advisors, LLC$7.0B AUM0.00%$234,4466.4KQ4 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$775,58921.9KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$585,16717.2KQ2 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$444,99212.1KQ4 2025OLDER
UBS Group AG$666.3B AUM0.00%$115,2073.3KQ1 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$9,077257Q1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$16,017472Q2 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$3,538100Q1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.